U.S. federal trademark · Serial No. 99911796
Software as a service (SAAS) featuring software for personal financial planning, tax planning, investment planning, retirement planning, cash flow management, and real estate financial analysis; Software as a service (SAAS) featuring software for aggregating, tracking, and analyzing personal financial data, namely, income, investments, equity compensation, taxes, real estate, and expenses; Software as a service (SAAS) featuring software for generating personal financial projections, forecasts, and what-if scenario modeling, including Monte Carlo simulations; Providing temporary use of online non-downloadable software for each of the foregoing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.